- Pro bono counsel to ACTC
- Chair (2020-2021), chair-elect (2019-2020), vice chair (2016-2018), council director for international committees (2010-2014); prior activities: chair, Committee on US Activities of Foreign Persons and Tax Treaties; chair, US-European Tax Planning Strategies Conference (four years), Tax Section of the American Bar Association
- Fellow (Regent 2009-2012; secretary/treasurer 2012-2013; vice president 2013-2014; president 2015-2016), American College of Tax Counsel, member, (1999-present)
- Vice president; member, Executive Committee, USA Branch of the International Fiscal Association
- Member, Executive Committee, George Washington/IRS Annual International Tax Institute
- Past president, Philadelphia Tax Conference
- Member, Law360 Tax Authority International Advisory Board
Education
- New York University School of Law, LL.M., 1983, taxation
- Villanova University Charles Widger School of Law, J.D., 1978
- Wagner College, B.A., 1975, mathematics
Bar Admissions
- Pennsylvania
- New York
- Speaker, “Hot Topics in Federal Tax,” Tax Executives Institute, May 14, 2025.
- Speaker, “What GCs and C Suites Need to Know About the Tax Environment,” Texas Bar Association’s Corporate Counsel Power Hour, May 13, 2025.
- Co-chair, “Benign Hybridity: Is it Real?” IBA/ABA 25th Annual U.S. and Europe Tax Practice Trends Conference, April 11, 2025.
- Speaker, “International Perspectives on Recent United States Cross-Border Tax Developments,” Lex Mundi Tax Practice Group, March 19, 2025.
- Speaker, “Entering New Markets: Top Tax Issues for U.S. Multinationals,” TEI 2025 Midyear Conference, March 17, 2025.
- Moderator, “What’s Keeping Tax Directors Up at Night? Key Issues and Concerns,” Philadelphia Bar Association, November 14, 2024.
- Speaker, “S Corporation Issues in M&A,” University of Texas Law 72nd Annual Taxation Conference, December 4, 2024.
- Speaker, “Impact of Avoidance Rules on Investment Income,” International Bar Association’s 14th Annual London Finance and Capital Markets Conference, January 20, 2025.
- Speaker, “Current Developments,” 35th Annual Institute on Current Issues in International Taxation, December 13, 2024.
- Speaker, “Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructuring 2024,” Practising Law Institute, October 30 – November 1, 2024.
- Moderator, “Practical Impact of Pillar Two on Cross-Border M&A Transactions,” American Bar Association, May 3, 2024.
- Speaker, “Loan Workout & Default Tax Implications: A Legal Discussion,” CBRE Multifamily National Call, April 1, 2024.
- Speaker, “The Foreign Tax Credit: Latest Guidance,” Tax Executives Institute 74th Midyear Conference, March 17, 2024.
- Speaker, “Inbound Investments Into the United States,” International Bar Association’s 24th Annual U.S. and Europe Tax Practice Trends, April 11, 2024.
- Speaker, “Restructuring Within Europe Made Easier – The EU’s New Mobility Directive,” European American Chamber of Commerce New York, November 29, 2023.
- Speaker, “Cross-Border Acquisitions,” Practising Law Institute, October 26, 2023.
- Speaker, “US-Canada Cross-Border issues in M&A,” Tax Executives Institute Mid-Year Conference, March 21, 2023.
- Speaker, “Workers (and Executives) Without Borders – Traps for the Outwardly Mobile Taxpayer,” U.S. and Europe Tax Practice Trends Conference, Sponsored by the ABA Section of Taxation, Taxes Committee of International Bar Association and IFA-USA Branch, Zurich, Switzerland, March 31, 2023.
- Speaker, “Cross-Border M&A Planning and Developments,” International Tax Issues 2023: New York City, Practicing Law Institute, January 2023.
- Panelist chair, “Mobile (Global) Executives – Impact and Planning,” The George Washington University Law School: 33rd Annual Institute on Current Issues in International Taxation, December 16, 2022.
- Panel chair, “OECD Pillars One and Two: How Did We Get Here, What Does It Mean and Where are We Going?,” Keynote Luncheon: Interview with Deputy Commissioner Holly Paz, Large Business & International Division, IRS, Washington, D.C., ABA 33rd Annual Philadelphia Tax Conference, November 15, 2022.
- Panel chair, “Cross-Border Acquisitions and Divestitures,” Practicing Law Institute, Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2022, November 3, 2022.
- Panelist, “Structuring Minority Investments in Cross-Border Transactions,” ABA Section of Taxation 2020 Midyear Tax Meeting, January 31, 2020.
- Panel chair, “Global Executives – Planning for Permanent Establishment Exposure,” ABA 19th Annual U.S. and Europe Tax Practice Trends Conference, April 3, 2019.
- Co-author, “Section 899 Implications for Foreign Banks Lending to US Borrowers through US Lending Offices,” Troutman Pepper Locke, June 9, 2025.
- Co-author, “The Big Beautiful Bill and the Effects on Bank Lending Into the US,” Troutman Pepper Locke, May 30, 2025.
- Co-author, “Tax Court Rules That Limited Partners May Be Subject to Self-Employment Tax,” Troutman Pepper, December 4, 2023.
- Author, “Cases to Watch – Investment Partnerships and Self Employment Taxes,” Troutman Pepper, July 14, 2023.
- Co-author, “Proposed Regulations Shed Light on Three-Year Holding Period Requirement for Carried Interest,” Troutman Pepper, August 14, 2020.
- Co-author, “FAQs – State-Level Teleworker Tax Issues,” Pepper Hamilton LLP, April 24, 2020.
- Co-author, “Even More Federal and State Tax Filing and Payment Deadlines Extended in Response to COVID-19 Emergency – FAQs on Guidance,” Pepper Hamilton LLP, April 13, 2020.
- Co-author, “FAQs on CARES Act’s Expansion of Ability to Use NOLs, Interest, Depreciation and Other Business Deductions,” Pepper Hamilton LLP, March 31, 2020.
- Contributing author, “COVID-19 Primer for Private Equity Funds,” Pepper Hamilton LLP, March 24, 2020.
- Co-author, “Structuring U.S. Debt Facilities In Light Of New IRS Rules,” Pepper Hamilton LLP, May 7, 2019.
- Author, “Transferring Partnership Interests: Buyer Beware of Withholding Obligations, Seller Beware of Tax Liability,” Pepper Hamilton LLP, March 1, 2019.
- U.S. author, “Is there a Permanent Establishment?,” Cahiers de Droit Fiscal International, Studies on International Fiscal Law, Vol. 94, International Fiscal Association – USA Branch, January 2009.
- Co-author, “Tax Planning for IPOs – What to do Before Going Public,” Journal of Taxation, Vol. 92, P. 15, June 2000.
- Featured, “Distinguished Leaders 2024: Joan C. Arnold,” The Legal Intelligencer, May 2, 2024.